Charitable Giving

We’ll make your money – and its impact – go further by strategizing your donations to balance your long-term financial needs with those of your chosen charities. We take great pleasure in helping make the giving process as simple, cost and tax effective as possible by:

Identifying the charities best suited to benefit from your contribution (registered charities, public and private foundations, donor-advised funds)

Determining the amount and timing of your gifts

Discussing and recommending funding strategies (donation of securities or other assets, use of life insurance, gift annuities, remainder trusts, estate bequests)